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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: tor (tsx) recently merged with another australian mining company and the new ticker is her on the tsx. This is early stage but has much of the existing infrastructure still in place. Small penny stock but looks interesting, any information would be greatly appreciated.
Read Answer Asked by Gerald on September 03, 2014
Q: Can you please give me your current thoughts on ten peaks coffee (TPK) based on their latest quarterly results (August).Seem to be pretty good on the surface.What is the dividend payout ratio?
Thanks for your excellent service!!!
Read Answer Asked by Thomas on September 02, 2014
Q: Hello Peter et al.

I was wondering what your viewpoint is on INA.V after the latest news release on their 2nd Q results. They own a portion of a great asset in Huntington in the North Sea and it has great potential but always seems to run into hiccups due to bad luck or outside forces. It did some financial maneuvering with their calls and Puts with BP concerning future production and the stock got killed on Friday. I still hold the stock and hope they can somehow reach their potential but it appears that they are always at the mercy of outside upsets (BP's CAT gas export pipeline - another planned shutdown in November for a month). The financials for the next two quarters do not seem like they will improve so will they survive until 2015 for me to see some return on my investment?

Also it is coming to the week after Labour Day and most times it appears what ever way the market goes during this upcoming week is a foreshadow for the rest of the year (I.e. The big boys are back from their summer holidays in the Hamptons). Do you subscribe to this point of view?

Look forward to your response.

Brendan
Read Answer Asked by Brendan on September 02, 2014
Q: Rogers & Shaw just announced Shomi to compete with Netflix. I wonder would ESP or NLN benefit from this product launch?
Read Answer Asked by David on September 02, 2014
Q: QHR Corp/Technologies
Hi Peter and Team,
QHR has been continually growing, just had great Q2 results, has had insider buying more than 200,000 shares in the past week (as shown in Can. Insider - marker tab)and stock is still declining and trading sideways for some time now. Stock should be continually going up, am I missing something? Would be great to get your opinion on the Q2 results, and you overall opinion of this company and perhaps why stock hasn't moved up.
Thanks,
Brenda
Read Answer Asked by Brenda on September 02, 2014
Q: I currently have equal weights of CCL, DHX, SYZ, SGY and STN in my TFSA. I was considering adding PRW as my final position. What are your thoughts?
Read Answer Asked by Marty on September 02, 2014
Q: Hi Peter and gang. What can you tell me about TIL Capital (TIL)
Earning per share first quarter of 0.69 seems to bode well for a stock priced in the $9.00 range. Your insight is much appreciated.
Guy R
Read Answer Asked by Guy R. on September 02, 2014
Q: Re: ELW......how has this company gone from 19 million shares to 333 million fully diluted shares? Is this a correct number? Thank you
Read Answer Asked by Victor on August 30, 2014
Q: Hi, I have 7 holdings for growth in my TFSA. This is a very small portion of my portfolio and I have a very high risk tolerance. I would like to condense this to 4 positions, what do you suggest? POU, AVO, DSG, RE, SVC, NTB, FLY
Read Answer Asked by Jeff on August 30, 2014
Q: Would you mind sharing your throughts on the TWD Q2 Financials, along with the seemingly odd market Cap comparison betweed TWD OGI and BED?
Thanks!
Read Answer Asked by Keith on August 29, 2014
Q: Hello Peter and team what are your current views on ORT the stock has had a large drop in price recently
Thanks John
Read Answer Asked by John on August 29, 2014
Q: Athabasca Minerals
Could I have your opinion on it's current stock price now that the frac sand permit has been granted?
Read Answer Asked by sandy on August 28, 2014
Q: Team,

Can I get your opinion on MCR's results please.

Obviously the headline numbers are a huge miss (and the market is punishing it accordingly). I would have thought the losses in their fixed contract fiasco, and subsequent impact on margins, was already priced into the stock, but I guess not. They claim to be moving away from fixed contracts moving forward. They keep referring to that contract as a 'strategic contract' (I assume that means they were trying to buy a relationship by under cutting their competition...), do you see this bearing fruits by way of future (non fixed) contracts moving forward?

I purchased a very small position earlier in the year, and have averaged down a couple of times (I own MCR and E as my small cap exposure to energy infrastructure). MCR is still a small position in my portfolio, maybe I love punishment, but the market cap is now only $100MM, It almost makes that much revenue every year, assuming they can fix the structure of their contracts and win a couple bids, it seems like it has nowhere to go but up??!?… of course, I’ve thought that for some time now. I don’t like holding positions under a 1% weight in my portfolio so I feel like I should either cut it or add a little bit more? I’m fairly patient, but don’t want to keep throwing money behind a sinking ship either.
Read Answer Asked by Ray on August 28, 2014